- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Financial Plan Assignments
Do you have a small-business retirement account or an individual retirement account? If so, who do you have the plan with? What are your annual fees for the account? Is there a way to minimize those fees?
Where are your assets invested? Are they invested in a manner that is consistent with the asset-allocation targets detailed in your financial plan and the fact that they are longer-term assets?
